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Cisco and TiVo sittin' in a tree?

It's just
speculatory rumors at the moment, but according to some of CNET's sources, the "potential for an interesting
partnership" between Cisco and TiVo does exist. That's not really a stretch when you put a few pieces of the
puzzle together. Cisco knows that its core competency of networking is only a means to many ends: HDTV could easily be
one of those ends. Factor in that Cicso bought one of the largest cable set-top box manufacturers when it snapped up
Scientific-Atlanta last year as well as Linksys, who has a small
scattering of networked entertainment products, and you can see the digital handwriting on the wall.

TiVo
would garner Cisco another well-known brand and hopefully accelerate the continued usage of networked digital devices
in the home entertainment room. You be the "analyst:": would a TiVo purchase by Cisco be good for one
of them, both of them or neither of them?